Services overview

Q: What should a financial plan include?

A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.

Q: Can you help me plan for retirement?

Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.

Q: What is your investment philosophy?

We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.

Q: Will I have a dedicated advisor?

Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.

What we do?

Empowering Founders with Strategic Guidance and Hands-On Support

We partner with startup and small business founders, from the initial idea stage to approximately $3M in annual revenue. Blending the roles of business coaches and consultants, we provide guidance where possible and step in when needed. This unique mix makes us more effective than traditional coaches and more affordable than most consultants—we’re here to teach, not just execute.

Our clients are visionary innovators focused on product, strategy, and customers. We enhance their strengths with structured business guidance, helping them make data-driven decisions and scale efficiently.

$3.4M

in annual revenue

$500K+

in funding

30%

optimize operations to cut costs

>200%

increase revenue

Why choose us

Customized Services for Every Stage of Your Business

The Idea

Pre-Revenue

<$150K Annual Revenue

Go-to-market strategies
Scale-up strategies
Partnership arrangements
Customer value analytics
Budgets / Financial projections
Monetization strategies

Services

We Offer a Full Scale of Services to Meet your Needs

Financial Planing

Investment Management

Insurance & Risk Management

Alternative Investments

Consulting

Audit & Assurance

AI & Analytics

Unique Service Combinations Lead to Faster, Better Results

Success story

Salesforce Integration Generates H&N Success in Healthcare

1.6x

net synergies realized above the initial target in the first year.

Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next

We are Transparent Like that. No Gimmicks.

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FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

What should a financial plan include?

A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.

On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.

Can you help me plan for retirement?

Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.

What is your investment philosophy?

We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.

Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.

We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.

Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.

Will I have a dedicated advisor?

Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.

Services overview

Empowering Founders with Strategic Guidance and Hands-On Support